+94.0%
LBRT vs WU
-8.3%
+102.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.0% |
| 7D | +8.3% | -0.8% | +9.1% | +8.2% |
| 30D | +6.1% | -1.1% | +7.2% | +6.1% |
| 3M | -34.8% | -3.9% | -30.9% | -34.9% |
| 6M | -24.8% | -20.7% | -4.2% | -24.4% |
| YTD | +12.2% | -18.4% | +30.6% | +12.0% |
| 1Y | +94.0% | -8.1% | +102.0% | +78.3% |
| All | +94.0% | -8.3% | +102.3% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling